How to Create Metrics

Metrics are formula based fields that appear in the Budget sub-nav in the Costs or Revenue modules. Only Administrators can set this up.

There are two types: Calculated columns and standalone metrics.

Calculated columns will appear as extra columns to the budget table. The cells are calculated automatically based on the formula that the administrator has set up.

Metrics will appear at the bottom of the budget table.

Calculated columns

An Administrator can create metrics by going to Configuration > Metrics >

1. Make sure you have the correct Chart of Accounts selected on the top right corner.

2. 

   Press the yellow + icon to create a new one. Enter the column name, then you can use the fields provided to create the formula.

   

   
   

In the example below, we have created a column that will calculate the dollars per fully enclosed covered area. The formula will take the total value of a code in the project budget and divide the value by the number entered in the "FECA" project custom field.

Metrics

Navigate to Configuration > Metrics > Metrics.

1. Select the correct chart of accounts.

   

2. Categories allow you to group the metrics. Creating categories is optional.

3. To create a new metric, press the yellow + icon.

4. Repeat the same process as for the calculated columns. Enter the field name, select the format and decimal places if needed, then use the fields to create the formula.
   

5. Press the green save icon when you are done.